CHRISTY SMITH CPA
Areas of Expertise
-
Small business income tax preparation, planning & strategy
(C-Corp, S-Corp, Partnership, LLC)
-
Individual & trust income tax preparation, planning & strategy
-
Structuring of business entities
-
Accounting & bookkeeping (QuickBooks, Xero)
Personal Profile
Christy has 20 years of public accounting & tax experience. She specializes in individual and small business tax preparation, planning & strategy. Her primary focus (more like her passion) is helping individuals & small businesses maximize tax efficient strategies. She enjoys educating & advising her clients about their financials, including the cash flow of their businesses. She works closely with her clients and their financial advisors on wealth management and retirement strategies.
Education and Professional License
State of California
Licensed as a Certified Public Accountant (CPA) since 2015
Old Dominion University, Norfolk, VA
B.S. Accounting, Magna Cum Laude, Aug 1999
Minor: Management Information Systems
Professional Experience
CHRISTY SMITH CPA, San Ramon, CA
Owner/Founder, July 2018 - Present
​
Hunter & Smith CPAs LLP, San Ramon, CA
Founder and Managing Partner, Jan 2017 - July 2018
Sterck Kulik O’Neill Accounting Group Inc., San Francisco, CA
Tax Manager, Dec 2003 – Dec 2016
Malakoff and Associates, Castro Valley, CA
Tax Consultant/Tax Preparer/Office Manager, Jan 2002 – Apr 2003
​
Andersen LLP, San Francisco, CA (formerly Arthur Andersen, LLP)
Experienced Tax Associate, Jun 2000 – Dec 2001
​
Professional Associations
American Institute of Certified Public Accountants
California Society of CPAs (CalCPA)